See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,177 | $74,888-78.4% | $71,209-77.3% | $142,382-88.6% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.1%-21.0pp |
| Annual return | 77.60% | 345.14%-267.5pp | 282.51%-204.9pp | 217.08%-139.5pp |
| Employer contribution / active EE | $585 | $2,854-79.5% | $2,721-78.5% | $4,299-86.4% |
| Participant deferral / active EE | $816 | $4,454-81.7% | $4,175-80.5% | $6,507-87.5% |
| Admin fee / account holder | $931 | $5,568-83.3% | $5,349-82.6% | $12,624-92.6% |